Enable Mini-Budgets on the New Job Form

The Type tab and Self-Scheduling checkbox on the New Job Form (see Enable Mini-Budgets on a New Job) must be enabled in Custom Forms Management.

In Star PDM:

1. Select Setup / Firm Options / Manage Custom Forms.

   This displays the Customisable Forms Management window.

2. In the navigation tree at left, select the Custom Forms / Job node.

3. Click Edit (top right).

4. In the Custom Form Tabs grid, expand the Type row to reveal the Self-Scheduling field.

   If the Type row is not present you must add it before you can proceed.

   To add Type row:

   1. In the blank space in the foot of the grid, enter Type in the Tab Name column.

   2. Click Add Fields to display the Add Fields window.

   3. Drag-and-drop Self-Scheduling from the Unused Form Type Fields grid onto the new Type row in Custom Form Tabs. The Type row expands with the addition of the Self-Scheduling sub-row, as illustrated in the screenshot below.

   

5. Make sure that the New Form checkbox is selected.

   This activates the display of the Type tab and Self-Scheduling checkbox on the New Job Form.

6. Click OK.
7. Click Exit to close the Customisable Forms Management window.